See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,451 | $50,982-38.3% | $154,803-79.7% | $85,563-63.2% |
| Participation rate | 35.5% | 59.8%-24.3pp | 78.1%-42.6pp | 66.0%-30.5pp |
| Annual return | 22.73% | 30.35%-7.6pp | 58.88%-36.2pp | 31.51%-8.8pp |
| Employer contribution / active EE | $714 | $1,708-58.2% | $4,305-83.4% | $2,654-73.1% |
| Participant deferral / active EE | $2,382 | $2,474-3.7% | $5,540-57.0% | $4,375-45.6% |
| Admin fee / account holder | $3,338 | $846+294.6% | $14,329-76.7% | $834+300.1% |